China’s resilient domestic consumption amidst macro headwinds

Lilian Co discusses China’s evolving macro environment whilst highlighting the resilience being exhibited by China’s consumer and real estate sectors.

Investments with steady growth during this longer period of monetary easing is the best mix

Yutaka Uda's outlook is positive as Japan's state of emergency is lifted.

Relative results outweigh absolute figures

Eric Sturdza discusses the positives of a post COVID-19 economy.

TIPS and hybrids, a relevant barbell

Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.

Outsized Gains

Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.

Fundamental trading throughout the Pandemic

Bertrand Faure provides his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis.

Japan market recovers as lockdown is eased

Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.

Sturdza Family Fund: Objective, Philosophy & Risk Management

The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.

Sturdza Family Fund: Overview of the Team

Eric Sturdza discusses the qualities that the team of the Sturdza Family Fund possess and each member provides an introduction explaining their role within the Fund.

The Sturdza Family Fund – An Introduction

Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.

Investor anxiety calmed by stimulus measures

Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.

Oil market stabilising with global economy to recover from 3Q 2020

Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.